This article discusses new index-based investments known as quot;geared betaquot; strategies. These strategies employ derivative instruments to achieve dramatic outperformance of market returns.Mutual funds which use enhanced indexing strategies can be classified as follows: those that employ...

This research paper provides a brief introduction to Exchange-Traded Funds (ETFs), and describes the features that distinguish ETFs from other investment instruments (such as index mutual funds, active mutual funds, listed investment companies/trusts and share baskets).The paper explains how...

This article discusses an innovative enhanced indexing strategy known as quot;portable alphaquot;. A portable alpha strategy, in essence, involves overlaying the return from an external fund or internal strategy that has consistently generated alpha with a derivatives-created index exposure. A...

FinTech (financial technology) is asserted as a disruptive paradigm with digital technologies driving authentic innovation within the financial services industry. Much attention and hyperbole has been attributed to startup FinTech developers and the potential of applications for consumers of...

Situation awareness (SA), human factors (HF), user-oriented design (UOD), object-oriented design (OOD) are all scientific concepts and practices developed within industrial management contexts. In scope, HF thinking incorporates diverse knowledge and techniques gleaned from various disciplines...